Filed January 29, 2001 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,683 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,255 | $71,802+152.4% | $133,980+35.3% | $57,658+214.4% |
| Participation rate | 99.5% | 85.5%+14.0pp | 87.1%+12.4pp | 70.2%+29.3pp |
| Annual return | 7.39% | 13.51%-6.1pp | 29.30%-21.9pp | 5.13%+2.3pp |
| Employer contribution / active EE | $5,800 | $3,161+83.5% | $5,211+11.3% | $1,974+193.9% |
| Participant deferral / active EE | $12,861 | $4,606+179.2% | $6,282+104.7% | $3,061+320.2% |
| Admin fee / account holder | $15 | $88-83.2% | $9,324-99.8% | $95-84.4% |